Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 7 December 2017 Thursday December 7th 2017 This is the last Weekly Overview for 2017 and it contains a quick review of some of the recent data and a warning to keep an eye on the drought spreading around the country. Merry Christmas. Download document […]

Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 30 November 2017 Thursday November 30th 2017 LVR rules have been eased slightly. But it is extremely unlikely that a new housing surge will occur – and if the Reserve Bank thought that such a surge would occur they would not have made the small […]

Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 16 November 2017 Thursday November 16th 2017 I’ve been on the road this week with not too much time for research or writing. So this week’s Overview merely traverses a few of the points discussed at functions around the country then notes that even if […]

Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 9 November 2017 Thursday November 9th 2017 This week we make a quick note of the Reserve Bank doing nothing this morning, then deliver a reminder about what the housing market will look like for the next five or so years. Nothing startling frankly but […]

Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 2 November 2017 Thursday November 2nd 2017 There’s a lot to write about this week so the Overview runs to seven pages. We look at the feasibility of planting 100 million trees a year, impact of perhaps 20-30,000 fewer immigrants, plus the likelihood of 10,000 […]

Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 26 October 2017 Thursday October 26th 2017 Thank goodness there is finally something new to write about. Currency dealers are even enjoying some busier activity as policy uncertainty has generated some larger than normal NZD fluctuations. In this week’s Overview we look at the agreements […]

MIL OSI – Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview October 5 2017 This website has been provided for general information only. Although every effort has been made to ensure the information on this website is accurate the contents should not be relied upon or used as a basis for entering into […]

MIL OSI – Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 28 September 2017 Thursday September 28th 2017 Data have told us nothing much new this week and the Reserve Bank leaving the official cash rate unchanged was no surprise. So we take a look at NZ First policies. Download document pdf 326kb […]

MIL OSI – Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 21 September 2017 Thursday September 21st 2017 This week we note the economy’s 0.8% growth during the June quarter, consider the impact in financial markets of Saturday’s outcome, and reiterate again to first home buyers the way some things have turned in […]

MIL OSI – Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 31 August 2017 Thursday August 31st 2017 This week we consider what happened in the economy when Labour were elected to power in 1999 after an extended period of a National government. We then consider nuclear war, LVRs, and question the four […]

MIL OSI – Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 24 August 2017 Thursday August 24th 2017 I am offshore speaking at a conference this week and time has not permitted anything more than a simple one page look at this week’s migration number. So you may as well skip this week’s […]

MIL OSI – Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 27 July 2017 Thursday July 27th 2017 This week’s Overview is a short one at just three pages. We take a look at how few businesses say they lack customers, but risks of problems nonetheless are growing for a variety of reasons. […]

MIL OSI – Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 22 June 2017 Thursday June 22nd 2017 In this week’s Overview we take a quick look at last week’s numbers on GDP and the current account, note the RB leaving the cash rate unchanged at 1.75% this morning but bank funding costs […]

MIL OSI – Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 15 June 2017 Thursday June 15th 2017 This week’s Overview runs to just under 8 pages. We start by discussing National Farm Fieldays and the topic of this year’s 11.00am and 2.00pm talks to farmers in the BNZ tent – the new […]

MIL OSI – Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 8 June 2017 Thursday June 8th 2017 This week’s Overview is short and sweet with an update to calculations made a year or so ago looking at housing shortages around the regions, and some commentary on the strong NZ dollar. Download document […]

MIL OSI – Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 1 June 2017 Thursday June 1st 2017 This week we note how house building has plateaued in Auckland, failure of retailers in spite of strong growth in consumer spending, growth in big versus less big cities, and a strengthening in business plans […]

MIL OSI – Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 18 May 2017 Thursday May 18th 2017 Data this week show housing turnover falling but household retail spending accelerating. We look at the numbers and consider implications for some property prices of an over-supply of sub-dividable sections in Auckland and the role […]

MIL OSI – Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 4 May 2017 Thursday May 4th 2017 House building is growing in Auckland but at a very slow pace which will see the existing shortage get worse for the next few years – or decades. But outside Auckland and Canterbury a rapid […]

MIL OSI – Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 27 April 2017 Thursday April 27th 2017 With the week again interrupted by a public holiday the Overview is once more a tad on the light side. All we do is discuss the migration numbers and take a look at the recent […]

MIL OSI – Source: BNZ Economist Tony Alexander – Analysis: Headline: Weekly Overview 20 April 2017 Thursday April 20th 2017 We learnt this morning that the inflation rate has risen to 2.2%. But one key measure of core inflation still sits at just 1.6%. And with the absence of any sign of accelerating growth in […]